Is your 401(k) Advisor a Salesman or a Fiduciary? Do you know the difference?

If you are a business owner with a retirement plan, do you understand your Fiduciary Liability? Nearly all plan providers deny that they are fiduciaries. Example: “John Hancock has filed a motion to dismiss [the litigation], arguing that it is no a fiduciary…”1

If the service provider is not a fiduciary, then trustees retain all fiduciary responsibility. That means you as the business owner have full responsibility and may be sued. (You cannot hide behind the Corporate umbrella). There are currently over 1,000 lawsuits against 401(k) trustees, alleging fiduciary liability. Would you like to shift this liability to someone else?

For a no obligation and feature comparison of your existing 401(k) or defined benefit plan with our plan, please contact me.

You can also download a FREE copy of my Investors Awareness Guide right here →

1 Charters v. Hancock, Civil Action No. 07-11371-NMG, US District Court, Mass.

TRUTH #4: No one ever prints a magazine cover with NEXT year’s top performing funds.

Not even the fund companies or brokerage companies know what funds or stocks are going to do well this year. If they did, they wouldn’t NEED hundreds of funds and managers. They would have one predictably sound mutual fund. They don’t. They hedge all of their bets. They create products for you. In reality, they have no idea what the so-called experts will produce. Don’t pick funds, don’t pick managers.

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